KFA
Kelleher Financial Advisors’s Energy Transfer Partners ET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Hold |
86,649
| – | – | 0.55% | 29 |
|
|
2025
Q1 | $1.61M | Buy |
86,649
+5,630
| +7% | +$105K | 0.64% | 25 |
|
|
2024
Q4 | $1.59M | Buy |
81,019
+1,019
| +1% | +$20K | 0.6% | 26 |
|
|
2024
Q3 | $1.28M | Hold |
80,000
| – | – | 0.49% | 28 |
|
|
2024
Q2 | $1.3M | Sell |
80,000
-6,849
| -8% | -$111K | 0.53% | 27 |
|
|
2024
Q1 | $1.37M | Buy |
86,849
+855
| +1% | +$13.4K | 0.57% | 24 |
|
|
2023
Q4 | $1.19M | Hold |
85,994
| – | – | 0.56% | 25 |
|
|
2023
Q3 | $1.21M | Sell |
85,994
-191
| -0.2% | -$2.68K | 0.62% | 23 |
|
|
2023
Q2 | $1.09M | Hold |
86,185
| – | – | 0.63% | 29 |
|
|
2023
Q1 | $1.07M | Hold |
86,185
| – | – | 0.71% | 25 |
|
|
2022
Q4 | $1.02M | Hold |
86,185
| – | – | 0.77% | 27 |
|
|
2022
Q3 | $950K | Buy |
86,185
+169
| +0.2% | +$1.86K | 0.68% | 31 |
|
|
2022
Q2 | $858K | Buy |
86,016
+226
| +0.3% | +$2.25K | 0.39% | 43 |
|
|
2022
Q1 | $959K | Hold |
85,790
| – | – | 0.53% | 37 |
|
|
2021
Q4 | $706K | Buy |
85,790
+362
| +0.4% | +$2.98K | 0.38% | 53 |
|
|
2021
Q3 | $818K | Sell |
85,428
-1,920
| -2% | -$18.4K | 0.36% | 63 |
|
|
2021
Q2 | $928K | Buy |
+87,348
| New | +$928K | 0.52% | 37 |
|